Document! X and HelpStudio 2019
Project Fundamentals / Project Tools / Project Search
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    Project Search
    In This Topic

    The Project Search tool allows you to search for items throughout your project using one or more Rules. The Project Search tool is particularly useful in locating items with specific Build Flags, or identifying places in which a particular Widget has been used.

    The flexibility of the Project Search Rules Editor allows you to combine multiple rules, allowing you to perform complex searches - e.g. searching for Topics with a name containing "Reference" where you have used a Note Box widget.

    Project Searches can be saved and then edited or executed in the future so you don't need to recreate searches that you run frequently. Saved Searches appear under the Saved Searches node on the Project Explorer.

    Project Search differs from Project Find And Replace, which is focused on finding specific text within authored content. Project Search supports a much broader set of rules focused on helping you find items within your project.

    Project Search Rule Kinds

    Any of the Rule Kinds listed in the Rules Overview topic (Build Flag Rule, Item Name Rule etc.) can be used in the Project Search Rule Editor. In addition, there are several additional Rule Kinds available for use specifically in the Project Search Editor, listed below.

    Project Search Additional Rule Kinds

    See Also Link Rule
    Matches items based on whether the content associated with an item contains a See Also Link to a particular target item or Url.

    Widget Content Rule
    Matches items based on whether the content associated with an item contains a particular Widget. In addition to the Widget Type, Widget Properties can be checked for specific values.

    Build Flag in Content Rule
    Matches items based on whether the content associated with an item uses a specific Build Flag or Build Flags.

    Hyperlink Rule
    Matches items based on whether the content associated with an item contains a hyperlink to a particular target item or Url.

    Image Rule
    Matches items based on whether the content associated with an item contains a particular image.

    Automated Searches with the "Where is this used?" command

    Document! X and HelpStudio can construct some Project Searches for you automatically, through a "Where is this used?" command on the Project Explorer context menu. The "Where is this used?" command appears on the context menu for:

    Selecting the "Where is this used?" command for any of these item types will construct, open and execute a Project Search that will identify where the item has been used in the current project. The Project Searches created by using the "Where is this used?" command can be refined and saved, just as with any Project Search, for re-use in future.

    Movies

    Project Search Fundamentals

    Create a new Project Search

    1. From the Tools Ribbon tab, click the Project Search button;
    2. The Project Search editor will be opened;
    3. Click Add Rule and choose the kind of Rule appropriate the kind of search you are creating;
    4. Repeat step 3. for any additional rules. The default behavior is to match items only if all of the rules match; you can change this by changing the Rule matching from "All rules must be True" to "One or more rules must be True". You can also create Rule groups to construct more complex logical rule combinations - see the Rules Overview topic for more information.
    5. Once you have added the Rules that you wish to match with, click the Search Now button to run the search.;
    6. Once the search has run, the results will be displayed in the lower half of the Project Search window;
    7. Double click an entry in the result list to navigate to that item;
    8. Click Save this Search to save the search in the project so you can modify or run it again in future. Saved Searches appear under the Saved Searches node on the Project Explorer.

    Save a Project Search so that you can modify or run it again in the future

    1. Create a new project search;
    2. Make sure you have typed a Title for the search;
    3. Click Save this Search;
    4. The saved search will appear under the Saved Searches node on the Project Explorer.
    5. Right click on the saved search in the Project Explorer and from the displayed context menu select Edit to modify or Search Now to run the search again.

    Run a Project Search that you have previously saved

    1. Right click on the saved search in the Project Explorer;
    2. From the displayed context menu, select Search Now;
    3. The saved search will be opened and immediately run;
    4. Once the search has run, the results will be displayed in the lower half of the Project Search window;
    5. Double click an entry in the result list to navigate to that item;

    Create a new Project Search to identify where in the project a Topic, Build Flag, Image or Other File is used

    1. Right click on a Topic, Build Flag, Image or Other File in the Project Explorer;
    2. From the displayed context menu, select Where is this used?;
    3. A Project Search will be automatically constructed to locate other items in the current project where the Topic, Build Flag, Image or Other File is used. The Project Search will be opened and run;
    4. Once the search has run, the results will be displayed in the lower half of the Project Search window;
    5. Double click an entry in the result list to navigate to that item;

    Delete a Project Search

    1. Right click on the saved search in the Project Explorer;
    2. From the displayed context menu, select Delete;
    3. A confirmation message will be displayed, after which the saved search will be deleted.

    Navigation Bar

    When you open an item from the results grid (e.g. by double clicking), a Navigation Bar will be opened above the document tab area:

    Example Navigation Bar

    The navigation bar makes it easy to step through the items on the results grid.

    See Also